Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeffries Pautler is a financial advisor at Raymond James Financial Services, Inc. He is licensed to offer securities and investment advisory services in multiple states. William holds a variety of licenses and certifications, including Series 7, 63, 65, and 24 licenses. He has been in the financial services industry since 1995 and has a strong track record of helping clients achieve their financial goals. William's previous experience includes a position at U.S. Bancorp Piper Jaffray Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
AZ
07/14/2000 - Present
Raymond James Financial Services, Inc. (GREEN VALLEY AZ)
MN
12/12/1995 - 08/08/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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